Estate planning is a changing landscape owed largely to the rise in technology-based legal models and the refocus on advisors as the trusted centrepiece for the wider affairs of their clients. More and more are we seeing an increase in collaborative estate planning, where the advisor plays the role of facilitator between the various parties when crafting an estate plan.
Navigating the issues that can arise in collaborative estate planning solutions for clients can be a little overwhelming for advisors and sometimes, creates roadblocks to assisting clients with their estate planning needs.
This downloadable tool provides advisors with the basics about collaborative estate planning. It includes hints and tips for helping advisors to build their knowledge base around the collaborative estate planning approach and champion their role as a facilitator in any estate planning process.